Formula to YEARVALUE with Actual months

ClauPelisarre1
ClauPelisarre1
in Modeling

Hi Guys!!

Could you please help me with a topic? I have a module, where I need to calculate the average of my NET SALES for 2022, and that every month has the same value. I applied the YEARVALUE/12 formula and it works for Forecast months. However, for the current month, Anaplan brings me the Actual value and divides it by 12. And I need an FY average of that value. I already tried to make boolean IF ACTUAL THEN NEXT (Net Sales) ELSE YEARVALUE/12 but it doesn't help. Anaplan continues to bring me current values in January. Anyone have an idea how to do this?

 

ClauPelisarre1_0-1645800698737.png

 

Thank you

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Answers

  • KirillKuznetsov
    KirillKuznetsov

    @ClauPelisarre1 

    I think it may happen with a switchover.

    Blueprint has a setting to turn off Switchover per each line item.

     

    KirillKuznetsov_0-1645801565505.png

     

  • andrewtye
    andrewtye

    Switchover is such a pesky thing.. sometimes you need and sometimes you don't.

    And often it does weird things when you least it expect it to.

  • simon_fraser
    simon_fraser

    This should give you what you want:

     

    Net Sales[SELECT: TIME.'FY22', SELECT: VERSIONS.Forecast] / 12

     

     

  • simon_fraser
    simon_fraser

    It was pointed out to me that this solution is a bit brittle as it will only work for FY22 🙂

     

    A more robust solution would be to create a line item `Net Sales Avg by Year` with timescale 'Year' and versions 'Not Applicable' and set the formula of that to:

     

    Net Sales[SELECT: VERSIONS.Forecast] / 12

     

    Then set the formula of `Net Sales FY Avg` to:

     

    YEARVALUE(Net Sales Avg by Year)

     

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